Sound Retirement Planning

Recent Episodes

471 – Is Your Net Worth Lying to You? – 2026 Retirement Challenge Part 4

Mar 20, 2026 · 0:15:15

✨ Understand the true meaning of net worth beyond a simple number.

0:15:15

470 War and Stock Market Volatility

Mar 12, 2026 · 0:16:39

✨ Addresses investor fears about war and its potential impact on investments.

0:16:39

469 Guaranteed Retirement Income - 2026 Retirement Challenge Part 3

Feb 26, 2026 · 0:12:57

✨ Focuses on calculating guaranteed income for retirement.

0:12:57

468 – Spending- 2026 Retirement Challenge (Part 2)

Feb 13, 2026 · 0:23:28

✨ Emphasizes that spending is the core purpose of retirement money.

0:23:28

467 An Important Announcement About The Retirement Budget Calculator

Feb 2, 2026 · 0:08:58

✨ Announces the Retirement Budget Calculator will no longer be public.

0:08:58

#466 The 2026 Retirement Challenge: Start With Why

Jan 14, 2026 · 0:16:33

✨ Launches the '2026 Retirement Challenge' podcast series.

0:16:33

465 The Year in Review — and Preparing for the Year Ahead

Dec 15, 2025 · 0:14:49

✨ Reviews the key events and lessons from the year 2025.

0:14:49

464 Let’s Talk About Gold - Should You Own It?

Nov 14, 2025 · 0:30:27

✨ Discusses the recent surge in gold prices and demand.

0:30:27

463 The New Enhanced Senior Deduction

Oct 21, 2025 · 0:15:48

✨ Explains the new Enhanced Senior Deduction passed into law.

0:15:48

462 Is A Market Crash Coming?

Oct 8, 2025 · 0:14:56

✨ Addresses listener anxiety about potential market crashes.

0:14:56

461: Four Reasons Good People Fail at Retirement—and How to Avoid Them

Sep 24, 2025 · 0:09:28

✨ Identifies four common reasons good people fail at retirement.

0:09:28

460 What Do You Want?

Sep 3, 2025 · 0:13:23

✨ Asks a clarifying question to help listeners define their goals.

0:13:23

459 68 New Adventures at 68: Anne’s Bold Retirement

Aug 15, 2025 · 0:27:06

✨ Features an interview with Anne about her retirement at 68.

0:27:06

458 One Big Beautiful Bill: What Retirees Need to Know

Jul 23, 2025 · 0:26:24

✨ Discusses the 'One Big Beautiful Bill Act' passed July 4th.

0:26:24

457 How to Withdraw from Retirement Accounts the Smart Way

Jul 3, 2025 · 0:15:01

✨ Explores smart strategies for withdrawing from retirement accounts.

0:15:01

456 Don’t Panic—Plan: Social Security’s Future and Your Retirement

Jun 20, 2025 · 0:11:06

✨ Analyzes the latest Social Security Board of Trustees press release.

0:11:06

Recent Episodes

Track New Episodes & Guest Appearances